Money Tree Investing

Most people think picking an advisor means finding someone who can pick the best investments.

Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.

Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.

For more information, visit the show notes at http://moneytreepodcast.com/176

By popular demand, we take your questions and put them on air. Linda P Jones, Miranda Marquit and Joe Saul-Sehy give their takes on questions you sent in.

For more information, visit the show notes at http://moneytreepodcast.com/175

"Securities do not always prove good. Money is gold, and nothing else".

This quote is attributed to J.P. Morgan in 1912. Does it still hold some truth today?

Rich Checkan is the president of Asset Strategies International. Doug asks him about the benefits of owning gold and does gold truly keep its value?

Then our panelists - who are worth more than their weight in gold - discuss the history of gold's value in economies and where gold fits into an investment portfolio.

For more, visit the show notes at http://moneytreepodcast.com/174

Could a child invest enough by age 18 to have enough money at retirement - even if he/she never saved another dime?

Chris Carosa wants children to have a "Child IRA" available from birth - giving the money enough time to compound into $2.2 million dollars.

Does that sound good to you? It will after you listen to this episode of the Money Tree Investing Podcast.

For more information, visit the show notes at http://moneytreepodcast.com/173

A special presentation of MTI Panelist Miranda Marquit's podcast, Adulting.tv, which originally aired on November 9, 2017 at https://adulting.tv/ep/a097-build-wealth-without-stocks

CEO of Financially Wise Women, Brittney Castro, talks to Doug Goldstein in this special presentation of the Goldstein on Gelt Show, which originally aired on December 4, 2017 at http://goldsteinongelt.com/inheritance/men-women-approach-financial-planning-differently

A special presentation of MTI Panelist Linda P. Jones Podcast, Be Wealthy and Smart, which originally aired on July 21, 2017 at http://www.lindapjones.com/listener-q-where-to-invest-300-to-500

A special presentation of MTI Panelist Joe Saul-Sehy's podcast, Stacking Benjamins, which originally aired on December 4, 2017 at https://www.stackingbenjamins.com/building-wealth-faster

Listener letters came in about buying company stock at a 15% discount and dumping it the same day, mREIT investing, taking money out of a ROTH to retire early, and starting a podcast about investing in Bitcoin.

For more information, visit the show notes at http://moneytreepodcast.com/168

Is your personal residence an investment? Many people think so, and it certainly can be counted towards your net worth - but where does your home fit into an investment portfolio?

Dan Green, Founder of Growella.com, joins us to talk about the pros and cons of using a personal residence as an investment or a rental - or both.

For more, visit the show notes at http://moneytreepodcast.com/167